Greater Alliance Foundation

Greater Alliance Foundation

Trust Funds & Gift Annuities

Charitable Lead Trust

The charity receives the income for a period of years. When the trust terminates, the principal goes to family members. Although there is no charitable income tax deduction, using the lead trust minimizes the gift tax on transfer of the trust principal to future generations.

  • Carlile Charitable Lead Trust
  • Robert T. White Charitable Lead Trust

Charitable Remainder Trust

The tax exempt trust distributes income annually, typically to the donor and perhaps other family members. After the beneficiary has passed or after a predetermined number of years, the remaining value of the trust goes to the Greater Alliance Foundation.

  • Juliann Burnell Charitable Remainder Unitrust
  • Carol J. Grove Charitable Remainder Unitrust
  • Mary Jean Hines Charitable Remainder Unitrust
  • Stephen R. and Kathleen A. Kramer Charitable Remainder Unitrust
  • Anthony D. Lalli, Jr. Charitable Remainder Annuity Trust
  • William Lavery Charitable Remainder Unitrust
  • Jack L. Madison Unitrust
  • John F. Peters and Madge P. Peters Charitable Remainder Unitrust
  • Robert T. White Charitable Remainder Unitrust

Gift Annuity

The gift annuity allows you to make a gift to the community through the Foundation and receive both a guaranteed lifetime income tax deduction.

  • Robert and Arlene Gempler Charitable Gift Annuity
  • Shirley George Charitable Gift Annuity
  • Charles and Carol Grove Charitable Gift Annuity
  • Madge Peters Charitable Gift Annuity
  • Keith and Joann Stocker Charitable Gift Annuity
  • Arthur L. Stuckey Charitable Gift Annuity
  • Ward and Arden Tuttle Charitable Gift Annuity
  • Robert T. White Charitable Gift Annuity